MG
MG

Michelle George

11 Years of Experience
Seattle, WA
BrokerSells Insurance

Michelle George is a registered investment advisor, based in Seattle, WA, with 11 years of industry experience.

Location

1815 North 45th Street, Suite 105, Seattle, WA, 98103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michelle assists clients with filing tax returns, dedicating a few hours per week. She also works full-time as a licensed sales assistant for Kirkland Financial and processes insurance applications for Highland Capital Insurance, spending minimal time on the latter.

Employment History
Current Registrations
M. S. Howells & CO.Broker
July 2021 - Present · 4 yrs 10 mos
Aspire Capital Advisors LLC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Securities America, INC.Broker
November 2020 - July 2021 · 8 mos
Arbor Point Advisors
November 2020 - July 2021 · 8 mos
Kms Financial Services, INC
January 2020 - November 2020 · 10 mos
Kms Financial Services, INC.Broker
December 2017 - November 2020 · 2 yrs 11 mos
FsicBroker
March 2015 - December 2017 · 2 yrs 9 mos
State Registrations1 state
WA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.